Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNICO AMERICAN CORP | 581,878 | reported | 07 Jun 2021 | tx 4−62,255 |
| Kinsale Capital Group, Inc. | 3,054 | reported | 25 Feb 2026 | tx 29+8,590−3,076 |
| EPIQ SYSTEMS INC | 0 | reported | 30 Sept 2016 | tx 1−14,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Feb 2026 | GIFT | Kinsale Capital Group, Inc. | 354 | — | |
| 25 Feb 2026 | GIFT | Kinsale Capital Group, Inc. | 354 | — | |
| 01 Jan 2026 | GRANT_AWARD | Kinsale Capital Group, Inc. | 460 | 391.12 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 108 | 391.89 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 202 | 391.10 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 95 | 394.19 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 41 | 395.41 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 31 | 395.93 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 180 | 390.17 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 94 | 395.93 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 118 | 395.44 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 280 | 394.18 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 55 | 393.04 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 322 | 391.89 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 599 | 391.10 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 532 | 390.17 USD | |
| 15 Dec 2025 | PURCHASE | Kinsale Capital Group, Inc. | 18 | 393.03 USD | |
| 01 Jan 2025 | GRANT_AWARD | Kinsale Capital Group, Inc. | 354 | 465.13 USD | |
| 05 Dec 2024 | SALE | Kinsale Capital Group, Inc. | 441 | 500.98 USD | |
| 01 Jan 2024 | GRANT_AWARD | Kinsale Capital Group, Inc. | 447 | 334.91 USD | |
| 01 Jan 2023 | GRANT_AWARD | Kinsale Capital Group, Inc. | 440 | 261.52 USD | |
| 01 Jan 2022 | GRANT_AWARD | Kinsale Capital Group, Inc. | 441 | 237.89 USD | |
| 07 Jun 2021 | SALE | UNICO AMERICAN CORP | 4,874 | 4.61 USD | |
| 25 May 2021 | SALE | UNICO AMERICAN CORP | 8,041 | 4.50 USD | |
| 24 May 2021 | SALE | UNICO AMERICAN CORP | 631 | 4.50 USD |